See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,776 | $99,985+47.8% | $146,665+0.8% | $85,850+72.1% |
| Participation rate | 87.9% | 73.1%+14.9pp | 80.1%+7.9pp | 69.3%+18.6pp |
| Annual return | 22.98% | 18.93%+4.0pp | 22.74%+0.2pp | 318.53%-295.6pp |
| Employer contribution / active EE | $216 | $2,559-91.6% | $4,136-94.8% | $2,565-91.6% |
| Participant deferral / active EE | $2,122 | $4,006-47.0% | $5,506-61.5% | $3,952-46.3% |
| Admin fee / account holder | $5,873 | $7,702-23.7% | $10,280-42.9% | $6,260-6.2% |